Chart

​What is Chart?

Chart is a developer-focused API platform designed to streamline the collection and verification of tax documents. It enables businesses to access federal and state tax records in real time, directly from official sources, simplifying processes like income verification, underwriting, and compliance.

Chart Features:

• Multiple Submission Options: Users can submit tax records by connecting their IRS and state accounts, linking tax preparation software, or uploading PDFs.
• Verified Documents: Retrieves tax returns directly from official government databases and reputable tax preparation tools, ensuring authenticity.
• Structured JSON Output: Processes all tax returns into well-formed JSON objects, simplifying data handling and integration.
• Enterprise-Grade Security: Implements non-persistent credential handling, granular access controls, and supports major compliance frameworks.

Chart Benefits:

• Efficiency: Automates the collection and verification of tax documents, reducing manual effort and accelerating workflows.​
• Accuracy: Ensures data integrity by sourcing documents directly from official entities.​
• Flexibility: Supports various submission methods to accommodate user preferences.​
• Security: Prioritizes user data protection through stringent security measures and compliance adherence.

Use Cases:

• Financial Services: Streamlines income verification for loan applications and credit assessments.​
• Tax Preparation Firms: Automates the retrieval of prior tax records to assist in current filings.​
• Government Agencies: Facilitates the verification of tax documents for eligibility assessments and audits.​
• Employment Verification: Assists HR departments in validating candidate income and employment history.